Step 2 - New Client Detailed Questionnaire

Step 2 - New Client Detailed Questionnaire
Business name?*
When was your business established?*
What industry are you in? *
State incorporated?*
Owner(s) name(s) and percentage of ownership?*
Business structure?*

Sole Proprietor / LLC Single Member (Tax Form Schedule C)LLC - Partnership (Tax Form 1065)S-Corporation (Tax Form 1120-S)Corporation (Tax Form 1120)Non-profit (Form 990)
EIN (Enter social if that is what is used for DBA)*
Last year sales?*
Estimated current year sales?*
Number of bank accounts and name(s) of bank(s)?*
Do you run any of your expenses on personal bank or credit cards? *
Number of credit cards and name of bank they are with?*
Any long or short term loans? If yes, please explain. *
Do you use a payment processor? If so, what do you use?*
Do you run payroll? *
Are you past due on taxes? If so, how long past due?*
Is there anything else we need to know or you would like to share about your business? *
Should be Empty: